Frequently asked questions about Sender Notes:

·         What are Sender Notes used for?

Sender notes allow you to keep records or summaries, regarding the sender, which are ordered by date and available for your reference.

 

·         How do I add a note to Sender Notes?

To add a note to Sender Notes:

1.       Click on TakeNote in the Email header in your inbox

2.       Select Sender Notes  from the menu

3.       Click on the plus button  in the right-hand corner of the TakeNote dialog box

4.       Type in a note about the sender

5.       Click Back  to save and return to list

6.       The new note will be added to the top of the list of Sender notes

 

·         How do I edit a Sender note?

1.       Click on TakeNote in the Email header in your inbox

2.       Select Sender Notes from the menu

3.       Click on the Note you would like to edit and make any changes

4.       Click Back  to save and return to list

 

·         How do I delete a Sender note?

To delete a note from Sender Notes:

1.       Click on TakeNote in the Email header in your inbox

2.       Select Sender Notes  from the menu

3.       Select the note you would like to delete

4.       Click Delete  in the right-hand corner of the TakeNote dialog box

5.       The selected note will be deleted from the list of Sender notes

 

·         How do I see my earlier notes?

To view your earlier notes, click on Load more… at the bottom of the Sender Notes dialog box.